Updates

Are you prepared for the next disaster? Four things you should do now!  September 25, 2022 By Joel Reimer, CFP®

Natural disasters are something that not many people think about until it is too late. Since Septem…

You are not your own best guide! 5 things to look for in a financial planner.  September 7, 2022 by Matt Syverson, CFP®

My wife and I recently celebrated our 25th wedding anniversary by taking a trip to Costa Rica. Over the two weeks we were there, we visited many fascinating places and went on 8 different guided tour…

4 retirement challenges and how to face them with confidence  August 25, 2022 by Jonathan Harrison, CFP®

Are you experiencing more fear than usual right now? The financial world has seemed especially crazy this year. Money anxieties can get especially worse if you’re facing retirement. It’s easy to …

How to make yourself recession-proof  August 16, 2022 by Jonathan Harrison, CFP®

Are we in a recession? It turns out this question is so controversial that Wikipedia recently had to turn off edits to its “Recession” page. People were getting into arguments arou…

5 reasons to consider a Roth conversion  June 20, 2022 by Jonathan Harrison, CFP®

In March, Matt wrote about 10 smart financial moves to make during uncertain times. One of those savvy strategies? Consider a Roth conversion. Why? In several circumstances, Roth IRA conversions can …